Latest Episodes
All63 mins
E447 • Oct 26, 2026
E447: Anthropic at $2 Trillion? The AI Bubble, and Why the Best Startups Always Look Overvalued
59 mins
E446 • Oct 23, 2026
E446: Vista Equity President: The Death of SaaS? AI Agents and the $3 Trillion Opportunity
61 mins
E445 • Oct 21, 2026
E445: AngelList: Why Picking Winners Is the Wrong Way to Invest in Startups
54 mins
E444 • Oct 19, 2026
E444: NEPC President on AI Portfolio Risk, Finding Top Funds, and Preparing for a Downturn
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